When is a new invoice due?

A new invoice is due on the date your workspace's default payment terms produce, counted forward from the day the invoice is issued. If your terms are Net 30 and you issue an invoice on the 1st, it is due on the 31st.

Where to set it

Go to Settings, then Workspace, then Invoices, and open the Default payment terms card. The choices are:

• Due on receipt, which makes the invoice due the day you issue it
• Net 7, Net 15, Net 30, Net 45 and Net 60

Net terms are calendar days, not business days, so a term that lands on a Saturday is due that Saturday.

The setting only decides where a new invoice starts

The due date is stored on the invoice itself. You can change it on any single invoice from the Due date field in the invoice builder, and that changes nothing else: not the workspace setting, not another invoice.

The reverse is also true. Changing the setting later never moves the due date on an invoice that already exists, so invoices you have already sent keep the date your customer was given.

If your invoices read as past due the day you send them

Workspaces created before this setting existed are on Due on receipt, which is what every invoice did before. An invoice due the moment it is issued is past due the next morning, so that is usually the answer. Pick a net term and new invoices will carry a real window.

Whether an invoice is overdue is worked out from its due date rather than from a status somebody sets, so this one setting is also why an invoice list can show everything as overdue, or nothing at all.

What happens after the due date

Coastline chases the invoice for you on a fixed schedule and then hands it to a person. See When does Coastline remind my customers about an invoice?.

If you are billing a job in pieces rather than all at once, see How do I collect a deposit or bill a job in stages?.